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Washington Trust’s CMS Energy CMS Stock Holding History

Washington Trust’s Portfolio CMS Stock Details CMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-86
Closed -$6.48K – 338
2025
Q1 		$6.48K Sell
86
-1
-1% -$70 ﹤0.01% 632
2024
Q4 		$5.77K Sell
87
-4
-4% -$275 ﹤0.01% 724
2024
Q3 		$6.43K Buy
91
+3
+3% +$197 ﹤0.01% 710
2024
Q2 		$5.26K Sell
88
-2
-2% -$121 ﹤0.01% 730
2024
Q1 		$5.41K Sell
90
-2
-2% -$116 ﹤0.01% 731
2023
Q4 		$5.33K Buy
+92
New +$5.14K ﹤0.01% 708
2022
Q1 		– Sell
-30
Closed -$2K – 944
2021
Q4 		$2K Buy
+30
New +$1.84K ﹤0.01% 817

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Washington Trust's CMS Position: Q2 2025 in Review

Washington Trust sold out of CMS Energy (CMS) in Q2 2025, closing a stake of 86 shares — an estimated $6.48K sold.

Washington Trust first reported a position in CMS in Q4 2021 and held it in 7 quarters. The position peaked at $6.48K in Q1 2025. 744 funds tracked by Wall St. Rank hold CMS as of Q2 2025.

  • Washington Trust reported no remaining CMS Energy position as of Q2 2025 after selling out during the quarter.
  • Washington Trust sold 86 CMS Energy shares in Q2 2025, an estimated $6.48K.
  • Washington Trust first reported a position in CMS Energy in Q4 2021 and held it in 7 quarters.
  • Washington Trust's CMS Energy position peaked at $6.48K in Q1 2025.
  • 744 funds tracked by Wall St. Rank held CMS Energy as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.